Update on RTC+B Task Force Issues and Market Trials
Get the latest updates on RTC+B Task Force issues and market trials, including approved NPRRs at PUCT, state of charge discussions, AS duration parameters, market readiness plans, and more. Stay informed about upcoming market trials and key milestones.
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Presentation Transcript
RTC+B Task Force & Market Trials Update Matt Mereness TWG May 29, 2025
Outline - - Update on RTCBTF Issues Market Trials Update (began 5/5/25) 2 2 Public
RTCBTF Issues List NPRR1268, 1269, 1270 approved at PUCT (thank you!) State of Charge and AS Duration (NPRR1282/NOGRR277 target June Board) Protocol needed? Yes Yes Yes Yes Issue to resolve Approval PUCT PUCT PUCT PUCT Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Parameters for Ancillary Service proxy offers (values for the parameters) Scaling Factor Values for RegUp/RegDown (ie, ramp sharing as values, dynamic or static?) ASDCs for use in Reliability Unit Commitment (RUC) studies (values for parameters) RTC SOC duration parameter discussion BOARD PUC BOARD PUC BOARD PUC BOARD PUC RTC Simulator Analysis for periodic analysis comparing RTC and the current ORDC design KP 1.1(8) - Historical Operating Days identified by RTCBTF - Additional review of transmission constraint max. shadow price values (Sec 22/per NPRR1211) - Review of AS Demand Curve in context of current policy - Consider AS Indifference TBD TBD Market Trials Clean-up Revision Requests to address as-builts and clarifications, as needed Market Readiness - Release Market Trials Sequence and Potential Dates (May 2024) - RTC+B Technical Workshops and release interface specifications (May-June 2024) Explanation of ICCP Changes (Abhi Gari Masanna- May RTCBTF) Explanation of Market Submission (Nathan Smith- August RTCBTF) - Release and review Market Trials Plan with RTCBTF (TAC endorsed October 2024) - Execute QSE Attestation (completed August 2024) - Announce Planned Go-Live Date (September 2024) - Outline of Readiness Training modules - Delivery of Training modules to RTCBTF Training page - Market Trials Handbooks for 5/5/25 Trials (Market Submission and Telemetry Check-out) - Market Trials Handbook for 7/7/25 Trials (OpenLoop SCED and QSE Telemetry Testing) - Market Trials Handbook for 9/2/25 Trials (Closed-Loop Test and Day-Ahead Market) - Annual Operations Training Seminar (6-weeks) - Go-Live Transition Plan - Any protocol and/or PUCT waivers needed for market trials and/or transition to Go-Live - RTCBTF issues- a. Operation Procedures (e.g., removing SASM and HASL/LASL), note to include any needed discussion on triggers for initiating off-cycle SCED execution, b. Business Practice Manuals (e.g., changes to COP and telemetry), c. Market trials/training/annual seminar engagement (release plans/dates for market trials), d. Any details MPs need for designing their control systems Yes PUCT Market Trials No TAC Complete Complete earlier earlier 3 Public
Summary and Timeline of NPRRs NPRRs approved at PUCT May 15 Open Meeting NPRR1268 for ASDC Modifications (IMM sponsor) NPRR1269 for 3 Parameter/Policy Changes (ERCOT sponsor) NPRR1270 for AS Qualification details (ERCOT sponsor) AS Duration / State of Charge (NPRR1282 / NOGRR277) Began discussion March 25 and targeting June Board NPRR1282 PRS approved / NOGRR277 ROS email approval Final Clarifying NPRR Began discussion June 18 May 21 (Sept Board) Will be filed and can be tabled at PRS while more discussion at RTCBTF 10 areas of clarification with minimal to no system changes such as: Settlement changes (corrections) Retain current NFRC telemetry point (do not retire) Offer/Bid structure clean-up (inconsistent protocols) Remaining Stakeholder path to Board Meetings before Go-Live: PRS May 14 > TAC May 28 > Board June 24 PRS Aug 13 > TAC Aug 28 > Board Sep 23 4 4 Public
Other RTCBTF Updates - Readiness engagement update: - Developed new folders on RTCBTF home page (done) - Market Trials folder: Handbooks and supporting materials - Technical Support folder: Key TWG technical materials - RTCB@ercot.com mailbox for support of stakeholder implementation questions - Established FAQ document and posted on RTCBTF home page - Target to add more training videos in next 30 days (in process) - Operations / Load Resources / RTC Worksheet Solver Walkthrough - Day-Ahead Market / Battery - Following guidance from RTCBTF to engage DSWG separately (done 4/17/25) - Outreach to Operator Training Seminar and Spring GCPA (complete) - ERCOT posted sample Settlement Statements/Extracts at May 21 RTCBTF - Next TWG meeting is May 29 - ERCOT will continue to support detailed technical conversations such as adding telemetry points to network model, digital certificates, accessing ERCOT systems in March/April timeframe Formal Market Trials began May 5, 2025 (more on next slide) Closed-Loop LFC Handbook review (critical for market feedback) Starting internal work on Transition/Cutover Plan (moving earlier in review) Shams proposal of removing system lambda capping logic deferred until an NPRR is potentially filed (out of scope for RTCBTF) - - - - 5 5 Public
Weekly RTC+B Market Trials Update ERCOT Staff May 27, 2025
Outline - - - - - - Antitrust Admonition Reminder of Key Document Postings Expectations of QSEs for the Week Provide Update of Cumulative QSE Scorecards Communicate any known Issues within On-going Trial Support any Technical and/or Business Questions 7 7 Public
Sequence and Dates for Market Trials to Go-Live Market trials are a progression of activities to mitigate the risk for Go-Live on new systems and processes for both the Market Participants & ERCOT. 30-day Market Notice 11/5/25 March/April Start 5/5/25 Start 7/7/25 Start 9/2/25 Go-Live 12/5/25* 2025 May 2025 June 2025 July 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Telemetry Points added Prod EMS model. QSE/Vendor Submission Sandbox and QSE Scorecards & Exit Criteria for each Trial Phase #3 Open-loop RTC SCED (QSE offers, SCED non- binding award/dispatch) #1 RTC QSE Submission Testing (Submit COP, RT AS Offers, DAM Virtual AS, Outages for ESRs) #5 Ongoing Open-Loop & Periodic Closed-loop SCED/LFC (QSE RTC offers and telemetry to support closed-loop frequency control test 2-3 tests of 2-4 hour durations) Transition to Go-Live Upon completion of testing, confirmation of ERCOT and market readiness for Go-Live. #2 RTC QSE Telemetry Checkout (QSEs add/verify new telemetry points for UDSP, New ramp rates, ESR telemetry) #4 QSE Telemetry Tests (Individual QSE to follow UDSP and support new ramp rate and ESR telemetry) #6 Day-Ahead Market (Non-binding DAM using QSE offers for at least 2 tests) * Go-Live date reflects 12/5/2025 as first Operating Day where 12/4/2025 is planned software migration. 8 Public
Market Trials TAC Approved the Market Trials Plan in October 2024 Discussions with RTC+B Task Force have shaped the Handbooks Handbook #1- QSE Submission Testing Handbook #2- QSE Telemetry Tests Handbook #3- Open Loop SCED Handbook #4- QSE Telemetry Tests Handbook #5- Close-Loop LFC Tests (draft) Handbook #6- Day-Ahead Market Tests (draft) All are posted on the RTCBTF Homepage under Market Trials banner 9 Public
Market Trials Detailed discussions with TWG have provided technical content details Digital Certificate details Connectivity/URL details to User Interfaces and APIs Reminder of how to submit new ICCP requests RTC and Production Telemetry connectivity Network Model Load Schedule All are posted on the RTCBTF Homepage under Technical Details banner 10 Public
RTC+B FAQ has been updated to 5/22 Posted on RTCBTF Home Page under Key Documents Common questions/responses in Excel Workbook (target weekly updates) Search workbook for Key Words Worksheets for categories 11 11 Public
Resources for May-June Market Trials Everything needed for current market trials is on RTCBTF home page 12 12 Public
Summary of Market Trial activities for this week and following weeks - QSE connectivity and market submissions - Submit to Market Management System and Outage Scheduler - Goal to submit at least one successful transaction for each requested transaction type per QSE once during the 8-week period - QSE telemetry set-up and check-out - Submit all ICCP requests to ERCOT to add telemetry points - Lead time to get modeled after requests submitted: ~ 3 weeks - Check-out will be for a sampling of resources within the QSE portfolio to ensure data flowing between ERCOT/QSE - Scoring continues 13 13 Public
Scorecards for this Market Trials - Handbook Book 1: ERCOT will publish 3 scores, one for each type of Resource: Generation, Load Resources, ESR - Green: all submissions types completed at least once during the trial - Yellow: some submissions types completed at least once during the trial - Red: no submissions received - Handbook 2: ERCOT will publish 2 scorecards: - Complete all telemetry additions - Green: all new telemetry added (100%) - Yellow: some telemetry added - Red: no new telemetry added - Check-out complete - Green: Check-out successfully completed (for sample of Resources) - Yellow: Check-out scheduled, but not yet complete - Red: No check-out activity 14 14 Public
Detailed Scorecard for Handbook 1 Market submissions: 5/27 Scores for QSEs with Resources successful submissions for resource types specified in Handbook 1 Scoring: 15 15 Public
Scorecard 2A for Handbook 2- 100% of ICCP Telemetry points added by QSE 5/27 Scores for QSE with Resources - ICCP Telemetry points added in current model. Scoring: 16 16 Public
Scorecard 2B for Handbook 2- Telemetry checkout meetings completed with ERCOT staff for sample of live data transfer capability 5/27 Scores for QSEs with Resources Scheduling Check-out and Check-out complete Scoring: 17 17 Public
Current ERCOT Issues Impacting Trial sequence - Defects to be resolved in next release (May 28): - Some user access issues reported (data set-up issue in environment) - QSE can request assistance for ERCOT to resolve RTCB@ercot.com - Load Resources submitting ECRS in COP - Submit COP with 0 MW for ECRS - AS Only Offer Submission response is missing - No workaround needed - ESR Energy Bid/Offer Curve rejected if last quantity below 1MW - Submit EB/OC with last quantity value at or above 1MW May 28 - Short outage around 4PM CDT to fix the above issues Ongoing issue: - COP MaxSOC value with 2 decimal places rejected - Submit COP MaxSOC with only 1 decimal place until fix implemented - 18 18 Public
Wrap-Up and Questions Remainder of meeting time to take questions each week- - First round of questions specifically about this Market Trial period - Second round of questions for more general RTC+B as time allows Can always email the RTC+B Program mailbox: RTCB@ercot.com - FAQ is also a resource for questions that other have asked. Thanks for your support! 19 Public
